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# ![@beyond_mental Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1280280883065430020.png) @beyond_mental beyond mental models

beyond mental models posts on X about $bkng, $crm, china, $el the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::1280280883065430020/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1280280883065430020/c:line/m:interactions.svg)

- X Week XXXXX +719%
- X Month XXXXX +0.83%
- X Months XXXXX -XXXX%
- X Year XXXXXX -XX%

### Mentions: X [#](/creator/twitter::1280280883065430020/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1280280883065430020/c:line/m:posts_active.svg)

- X Week X +100%
- X Month XX +10%
- X Months XX -XX%
- X Year XX -XX%

### Followers: XXXXX [#](/creator/twitter::1280280883065430020/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1280280883065430020/c:line/m:followers.svg)

- X Week XXXXX +0.12%
- X Month XXXXX -XXXX%
- X Months XXXXX +0.87%
- X Year XXXXX -XX%

### CreatorRank: undefined [#](/creator/twitter::1280280883065430020/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1280280883065430020/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1280280883065430020/influence)
---

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [countries](/list/countries) 

**Social topic influence**
[$bkng](/topic/$bkng) #31, [$crm](/topic/$crm), [china](/topic/china), [$el](/topic/$el), [$orpa](/topic/$orpa), [algo](/topic/algo), [hsd](/topic/hsd), [$hd](/topic/$hd), [$low](/topic/$low), [$sgi](/topic/$sgi)

**Top assets mentioned**
[Booking Holdings Inc (BKNG)](/topic/$bkng) [Cream (CRM)](/topic/$crm) [Elcoin (EL)](/topic/$el) [Home Depot, Inc. (HD)](/topic/$hd) [Lowes Companies Inc (LOW)](/topic/$low) [Somnigroup International Inc. (SGI)](/topic/$sgi) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [TrueBit (TRU)](/topic/$tru) [Effect.AI (EFX)](/topic/$efx) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Mastercard, Inc. (MA)](/topic/$ma) [Decentral Games (DG)](/topic/$dg) [Walmart, Inc. (WMT)](/topic/$wmt) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Airbnb Inc (ABNB)](/topic/$abnb) [Shopify Inc (SHOP)](/topic/$shop) [Zillow Group, Inc. (ZG)](/topic/$zg)
### Top Social Posts [#](/creator/twitter::1280280883065430020/posts)
---
Top posts by engagements in the last XX hours

"If China growth is lower for longer due to demographics then most China levered beauty companies should derate more. They will no longer be DD EPS growers growth algo slows to HSD EPS growth. $EL $OR.PA"  
[X Link](https://x.com/beyond_mental/status/1755940769364345092) [@beyond_mental](/creator/x/beyond_mental) 2024-02-09T13:04Z 1738 followers, XXX engagements


"Housing can have a few good years if we get some rates repreive things continue to be very depressed. $HD $FND $LOW $SGI These were good stocks post-GFC in an oligopolistic market with good pricing power"  
[X Link](https://x.com/beyond_mental/status/1966221488375345413) [@beyond_mental](/creator/x/beyond_mental) 2025-09-11T19:25Z 1739 followers, XXX engagements


"$TRU and $EFX down 7-8% as $FICO launched mortgage direct license program allowing tri-merge resellers to deliver FICO scores directly. $FICO eating into bureau mark-up and putting in its own pocket. Not sure how bureaus will retaliate as they own the data"  
[X Link](https://x.com/beyond_mental/status/1973576940733997547) [@beyond_mental](/creator/x/beyond_mental) 2025-10-02T02:33Z 1740 followers, 1332 engagements


"Increased card penetration during pandemic would have theortically slowed $V/ $MA topline growth. But both continue to power through slowdown in penetration as they have scaled their VAS businesses. Not as juicy margin profile as networks but still very respectable margins"  
[X Link](https://x.com/beyond_mental/status/1978170297447575965) [@beyond_mental](/creator/x/beyond_mental) 2025-10-14T18:45Z 1738 followers, XXX engagements


"$DOL.TO only dollar store that continues to execute well. $DG and $DLTR have misexecuted in an environment which logically speaking should have been best for the industry. I don't think Temu is an issue it is a more resilient $WMT that is eating their lunch"  
[X Link](https://x.com/beyond_mental/status/1701918532919754765) [@beyond_mental](/creator/x/beyond_mental) 2023-09-13T11:19Z 1739 followers, XXX engagements


"@MarioGabelli Someone pitched $ABNB and $BKNG on the same theme.essentially buy NA Travel names"  
[X Link](https://x.com/beyond_mental/status/1978172292417966258) [@beyond_mental](/creator/x/beyond_mental) 2025-10-14T18:53Z 1738 followers, XXX engagements


"A SaaS or Consumer Internet company announcing something with almighty OAI is not getting same reaction from the market vs a supplier that sells to OAI. It is legit fear that OAI will disrupt you or raise CAC. $CRM $ZG $BKNG come to mind. $SHOP is an exception so far"  
[X Link](https://x.com/beyond_mental/status/1978447622827372891) [@beyond_mental](/creator/x/beyond_mental) 2025-10-15T13:07Z 1739 followers, XXX engagements


"$CRM is guiding to 10%+ organic growth CAGR till 2030 which is an acceleration from current HSD growth rate. This growth will be accompanied by XX% adj EBIT%. Growth acceleration will be driven by AI cloud adoption + AI offerings"  
[X Link](https://x.com/beyond_mental/status/1978655457267822847) [@beyond_mental](/creator/x/beyond_mental) 2025-10-16T02:53Z 1740 followers, XXX engagements